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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| SC | RA | APPROVED | 2023-06-29 |
Branch Locations
125-E Wappoo Creek Dr Ste 201B, Charleston, SC 29412 • United States
962 Harbortowne Road, Charleston, SC 29412 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Charleston | SC | 03/2012 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Financial Group | Charleston | SC | 03/2012 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) GILLEN WEALTH MANAGEMENT, LLC; SINCE 03/01/2012; 125E WAPPOO CREEK DRIVE, STE 201B, CHARLESTON, SC, 29412; FINANCIAL PLANNER; Summit Brokerage rep doing business as Gillen Wealth Management, LLC for marketing purposes; 160 HOURS SPENT ON ACTIVITY PER MONTH, 160 HOURS SPENT DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-30 |
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